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Trends Driving Corning’s Display Technologies Segment

by Trefis Team
Corning’s (NYSE:GLW) Display Technologies segment accounts for 40% of the company’s revenues and is a high margin business. It manufactures specialized glass panels for displays used in consumer electronics such as TVs, PC monitors, mobiles and t...
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Weekly Media Notes: Disney’s First British Isles Cruise, Nickelodeon Hotels And HBO’s New Programming Deal With VICE Media

by Trefis Team
The media industry saw significant activity last week, with Disney announcing its first British Isles cruise starting next year. In an another development, Viacom plans to develop Nickelodeon Hotels in a partnership with Karisma Hotels & Reso...
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Here Are Some Key Triggers For Groupon’s Stock

by Trefis Team
Groupon (NASDAQ:GRPN) has set ambitious long-term growth targets, as it aims to grow its revenue and adjusted EBITDA by more than 20% and 25% by 2017. In order to accomplish these goals, the company aims to significantly expand its merchant netw...
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Home Depot: Will The Impact Of The Data Breach Be Significant?

by Trefis Team
Home Depot (NYSE:HD) holds the dominant position in the U.S. home improvement industry, accounting for approximately 60% of all revenues. With 1,977 stores across the U.S., Home Depot has been a one-stop shop for many consumers looking to buy hom...
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Analysis Of the Kraft-Heinz Merger

by Trefis Team
Investment firms, 3G capital and Berkshire Hathaway, have teamed up to create a new company through the merger of H.J. Heinz Co. and The Kraft Foods Group (NASDAQ:KRFT). The new company thus created will be called The Kraft Heinz Company. In term...
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Weekly Tech Update: TXN, BRCM, CREE, QCOM, INTC

by Trefis Team
Most semiconductor stocks slumped this past week after SanDisk, a flash storage solutions company, cut its first fiscal quarter revenue forecast due to certain product qualification delays, lower than expected sales of enterprise products and low...
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Scenario Analysis: How Dish Might Not Be Able To Monetize Its Spectrum Holdings

by Trefis Team
We recently revised our price estimate for Dish Network (NASDAQ:DISH) to $79.80 based on the estimated valuation of the company’s spectrum holdings. (See our related article  Dish Network Price Estimate Revised To $79.80 Based On Spectrum Valuati...
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Alaska Air’s Rapid Capacity Ramp Up Will Likely Impact Its Margin & Yield

by Trefis Team
Alaska Air’s (NYSE: ALK) plan to ramp up its Seattle capacity by 10% in 2015 will likely weigh on its load factor and passenger yield. Alaska’s strategy is an attempt to defend its dominant market position in its largest hub, Seattle, which has b...
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The Week That Was: Beverage Stocks

by Trefis Team
This week we will discuss the new figures made available by research firms Beverage-Digest and Beverage Marketing Corporation, which will help us understand the trends in the U.S. liquid refreshment beverage market better. The Coca-Cola Company (...
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Weekly Pay-TV Notes: Netflix’s New Content Deal, NBCUniversal’s Partnership With WWE

by Trefis Team
The pay-TV industry saw significant activity this week, with Netflix entering into content deal with Chinese streaming provider LeTV. Additionally, Comcast subsidiary NBCUniversal and WWE will be forming a more integrated partnership in their adv...
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Weekly Notes on Coffee Industry: Starbucks & Keurig Green Mountain

by Trefis Team
With coffee prices showing a bullish nature for the first half of 2014, improved weather and rain conditions in South America in the last calendar quarter of 2014 gave some respite to the coffee companies, as coffee prices dropped more than 15% o...
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Here’s Why We Think Zynga’s Gross Margin Could Decline In The Future

by Trefis Team
Zynga’s (NASDAQ:ZNGA) business has lost some of its sheen over the last few years due to several challenges, including a decline in its user base, a surge in losses, and an inability to come up with new hit games. Correspondingly, its gross...
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Weekly Notes On Restaurant Industry: McDonald’s & Dunkin’ Brands

by Trefis Team
With just a couple months gone in the new fiscal year, the U.S. restaurant industry is gearing up for another year of tough competition in the first calendar year quarter. Last year, harsh weather conditions resulted in declining customer traffic...
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Why February’s U.S. Sales Results Are Very Encouraging For Toyota Motors

by Trefis Team
In the month of February, sales of Toyota Motors (NYSE:TM) grew by 13.3%, while those of Ford Motor grew by only 2%. This is unusual, in that it only happens once or twice a year, but what’s disconcerting for the U.S. based auto maker is th...
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Weekly Metals And Mining Notes: U.S. Steel And Barrick Gold

by Trefis Team
The metals and mining space had a fairly quiet week with only U.S. Steel and Barrick Gold witnessing significant activity. U.S. Steel announced the idling of a steel plant in response to weak market conditions. Barrick Gold announced that it has ...
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